Our applications and services

Complementary applications

Kronos

APPS

Our applications and services

Meeting the needs of finance and insurance professionals, Equisoft offers you complementary applications that will improve your productivity.

PRODUCTS

Our specialized solutions

Our specialized applications for financial security advisors are a cut above due to their unique characteristics that add value to your practice. Take advantage of all Equisoft applications in order to better manage your clientele, while simplifying your life. Invest where it counts and let Equisoft do the rest!
>Equisoft/connect </br> (Formerly Kronos Finance)

Equisoft/connect
(Formerly Kronos Finance)

EquiSoft Finance is a Web-based management application for financial and insurance professionals. This solution is your best ally for productivity and compliance!

  • Centralization: Increase your productivity by integrating all your existing tools in the same place
  • Security: Send your emails securely and confidentially thanks to SecureMail
  • Effectiveness: Keep a complete and centralized history of all your calls with call recording
  • Data collection : Our gateways automatically centralize your data
See Equisoft/connect in action
Equisoft/plan </br> (Formerly Kronos FNA)

Equisoft/plan
(Formerly Kronos FNA)

Simple, compliant and mobile! Discover Equisoft/plan, your complete analysis tool for your clients' financial and insurance needs.

  • Compliance: Comply with requirements
  • Mobility: Complete analyses with your client directly on your tablet
  • Professional reports: Generate professional reports that include tables and charts
  • Client access: Save time by allowing your clients to update their data
See Equisoft/plan in action
×

Refer us

Share the benefits of Equisoft/connect with your colleagues.

Introduce a new customer to us and get a one-time discount of $50 on your monthly subscription for each new Equisoft/connect user referred.

Your information

Oops, this field is required!

New user information

Oops, this field is required!

Loader